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Globeflex Capital’s Wintrust Financial WTFC Stock Holding History

Globeflex Capital’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,846
Closed -$380K – 541
2016
Q3 		$380K Buy
+6,846
New +$368K 0.1% 282

Other funds holding WTFC

Vanguard Group
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Globeflex Capital's WTFC Position: Q4 2016 in Review

Globeflex Capital sold out of Wintrust Financial (WTFC) in Q4 2016, closing a stake of 6,846 shares — an estimated $380K sold.

Globeflex Capital first reported a position in WTFC in Q3 2016 and held it in 1 quarter. The position peaked at $380K in Q3 2016. 261 funds tracked by Wall St. Rank hold WTFC as of Q4 2016.

  • Globeflex Capital reported no remaining Wintrust Financial position as of Q4 2016 after selling out during the quarter.
  • Globeflex Capital sold 6,846 Wintrust Financial shares in Q4 2016, an estimated $380K.
  • Globeflex Capital first reported a position in Wintrust Financial in Q3 2016 and held it in 1 quarter.
  • Globeflex Capital's Wintrust Financial position peaked at $380K in Q3 2016.
  • 261 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2016.

Based on Globeflex Capital's 13F filing for Q4 2016, filed 13 Feb 2017.